Marketer Best Practices

Managing your Book of Business

Overview Book of Business (Account and Contact) ownership is the foundation upon which all other utilization within M...
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Reasons to Schedule Recurring Events

Recurring events (or event series) can be a valuable tool for marketers. This article highlights some of the reasons ...
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Best Practices for Setting Up a Recurring Event Series

When building out your Marketscape CRM calendar, setting up recurring event series is a good way to prioritize your a...
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Covering Another Rep's Territory

Overview One of the benefits of Marketscape CRM is the ability for your company to provide a unified experience to yo...
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Foundational Sales Strategies

Overview Every sales event is unique, so your approach should be dictated by each account and contact type as well as...
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Contact Sales Zones

Overview Contact Sales Zones are features embedded within each Contact profile that will help you stage your conversa...
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New Prospects: Placeholders and Cold Call Documentation

Today we’re going to talk about ways for you to manage your prospects until that first referral comes in. If you’re w...
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Dashboards for Marketers

At the end of the day, Marketscape CRM is so much more than just a calendaring tool. Event management is helpful and ...
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Easily Review Last Week's Events

In the Measuring Performance with Reports article, we provide an overview for two reports that marketers should look ...
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Creating Meaningful Notes

When completing events, it's important to create meaningful notes. These notes outline the development of your relati...
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